When AI falls flat, the culprit is almost always the same: messy, scattered data. That’s why Syncari’s Series B matters.
The company behind Agentic MDM—a modern take on master data management—just raised new funding led by Escape Venture Investing, added notable enterprise customers (Monotype, Trimble, Yardi, Antech Diagnostics), and passed 2 trillion governed data operations.
In plain English: more proof that clean, governed, real-time data is becoming the backbone for AI and ops.
What’s New
Fresh funding (Series B) led by Escape Venture Investing; investor James Scapa notes a $20M investment conviction to scale Syncari’s platform built for LLMs and AI agents.
Enterprise momentum with Fortune 1000 adoption replacing patchworks of scripts/iPaaS and custom code.
Platform scale: an AI-native architecture, semantic layers, and patented multi-directional sync to keep data consistent across tools in real time.
Leadership update: Brian Bagan joins as VP of Sales to support global demand.
Why This Matters For Customer Success
AI-ready data = faster value, cleaner renewals, better expansion. If product usage, contracts, tickets, and billing are scattered or stale, your AI agents, playbooks, and health scores won’t land. Agentic MDM tackles this by unifying and governing data across systems so CS can:
Shrink time-to-first-value with a single, trusted view of accounts. If onboarding is your biggest leak, grab my walkthrough on why most onboarding fails—and how to fix it in The Onboarding Fix Every CS Leader Needs.
Catch risk earlier with consistent signals across CRM, billing, and support. My 15 Churn Alerts Every CS Leader Needs pairs perfectly here to turn cross-system patterns into saves and upsell.
Prove revenue impact with AI that reads and writes back to the source of truth. For broader AI context, see Databricks Hits $4B Run-Rate: What CS Leaders Should Do Now and Motion’s $60M Raise: What It Means For Customer Success.
Standardize actions across teams. Use my Free Customer Success Plan Template to encode owners, SLAs, and metrics against a shared, governed data set.
The CS Leader’s 30-Day Plan (Copy/Paste)
Week 1 — Make trust visible.
List your top 10 data flows (product usage → CRM, invoices → CRM, tickets → health). Flag mismatches and stale fields causing churn saves to fail.
Week 2 — Wire signals end-to-end.
Map 5 high-signal fields (e.g., SeatsChanged, CreditNotes, P1 Tickets, p95 latency, PricingViewed) to alerts from 15 Churn Alerts Every CS Leader Needs.
Week 3 — Close the loop in CRM.
Ensure playbooks write back outcomes: “risk resolved,” “value proof captured,” “expansion created.” Use the Customer Success Plan Template to track owners and timing.
Week 4 — Tell the revenue story.
Turn data trust into NRR math in your next QBR: “Data freshness ↑ → TTFV −35% → adoption +18% → expansion pipeline +$X.”
What I’ll Watch Next
Time-to-deploy claims vs. legacy MDM (Syncari cites “up to 50× faster” deployments).
Agent workflows that auto-update master data, not just read it.
Cross-system hygiene: finance + product + support staying in sync without hand-built scripts.
My Takeaway
If you operate in a complex stack—two Salesforce orgs, a subscription system, marketing automation, and a few proprietary apps—Agentic MDM is worth a hard look.
It’s the foundation that makes your AI pilots stick and your CS stories credible.
—Hakan | Founder, The Customer Success Café Weekly Newsletter